Screener
BELT vs DFIV
iShares U.S. Select Equity Active ETF vs Dimensional International Value ETF
Key differences
Both BELT and DFIV are equity ETFs. BELT charges 0.75% a year and DFIV 0.27%. The main difference: BELT covers North America; DFIV covers global markets excluding the US.
- BELT covers North America; DFIV covers global markets excluding the US.
- DFIV costs 0.48% less per year.
- DFIV is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- DFIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BELT | DFIV | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.27% |
| Fund size (AUM) | $10M | $20.0B |
| Since | 2024 | 1999 |
| Dividend yield | 0.00% | 2.54% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.0% | +34.6% |
| CAGR 3Y | N/A | +24.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.30 |
| Volatility 1Y | 17.67% | 14.10% |
| Max drawdown | -23.05% | -25.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.